Purchases and Sales Made in Q2 2023 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q2 2023. The information is specifically focused on institutions that hold shares of Meta Platforms, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-23- 28.4% |
$4.77K - $6.64K
|
58
$35.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
SELL
|
- |
-23- 0.29% |
$4.77K - $6.64K
|
7.98K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-23- 13.07% |
$4.77K - $6.64K
|
153
$93.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-23- 0.22% |
$4.77K - $6.64K
|
10.3K
$6.31M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-25- 2.59% |
$5.19K - $7.22K
|
942
$575K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-25- 0.08% |
$5.19K - $7.22K
|
30K
$18.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-25- 0.79% |
$5.19K - $7.22K
|
3.14K
$1.92M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-25- 1.25% |
$5.19K - $7.22K
|
1.98K
$1.21M
|
|
|
Aug 03, 2023
Q2 2023
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-25- 0.7% |
$5.19K - $7.22K
|
3.53K
$2.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-25- 0.15% |
$5.19K - $7.22K
|
16.3K
$9.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-25- 0.66% |
$5.19K - $7.22K
|
3.74K
$2.28M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-25- 0.17% |
$5.19K - $7.22K
|
14.8K
$9.04M
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-27- 49.09% |
$5.6K - $7.8K
|
28
$17.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-28- 1.44% |
$5.81K - $8.08K
|
1.92K
$1.17M
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-28- 0.52% |
$5.81K - $8.08K
|
5.35K
$3.27M
|
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
SELL
|
- |
-29- 0.71% |
$6.02K - $8.37K
|
4.05K
$2.48M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-29- 0.94% |
$6.02K - $8.37K
|
3.06K
$1.87M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-30- 2.46% |
$6.23K - $8.66K
|
1.19K
$727K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
SELL
|
- |
-30- 2.2% |
$6.23K - $8.66K
|
1.33K
$813K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-30- 1.06% |
$6.23K - $8.66K
|
2.8K
$1.71M
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-31- 0.54% |
$6.43K - $8.95K
|
5.72K
$3.49M
|
|
|
Jun 06, 2024
Q2 2023
|
Rw Investment Management LLC
Eagle, ID |
SELL
|
- |
-31- 1.38% |
$6.43K - $8.95K
|
2.22K
$1.35M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-32- 0.87% |
$6.64K - $9.24K
|
3.66K
$2.24M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-32- 0.81% |
$6.64K - $9.24K
|
3.91K
$2.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-32- 1.49% |
$6.64K - $9.24K
|
2.11K
$1.29M
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-33- 5.97% |
$6.85K - $9.53K
|
520
$318K
|
|
|
Jul 19, 2023
Q2 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-33- 11.46% |
$6.85K - $9.53K
|
255
$156K
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-33- 0.26% |
$6.85K - $9.53K
|
12.8K
$7.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-33- 3.46% |
$6.85K - $9.53K
|
920
$562K
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-33- 19.41% |
$6.85K - $9.53K
|
137
$83.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-34- 3.98% |
$7.06K - $9.82K
|
820
$501K
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-35- 0.62% |
$7.26K - $10.1K
|
5.61K
$3.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Ceera Investments, LLC
Bellaire, TX |
SELL
|
- |
-35- 0.13% |
$7.26K - $10.1K
|
27.6K
$16.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
SELL
|
- |
-36- 0.9% |
$7.47K - $10.4K
|
3.98K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-36- 1.04% |
$7.47K - $10.4K
|
3.41K
$2.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-36- 0.11% |
$7.47K - $10.4K
|
31.4K
$19.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-37- 2.61% |
$7.68K - $10.7K
|
1.38K
$845K
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-37- 0.47% |
$7.68K - $10.7K
|
7.91K
$4.83M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-38- 0.37% |
$7.89K - $11K
|
10.4K
$6.33M
|
|
|
Jul 14, 2023
Q2 2023
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-38- 2.91% |
$7.89K - $11K
|
1.27K
$773K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-38- 0.59% |
$7.89K - $11K
|
6.43K
$3.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-38- 0.97% |
$7.89K - $11K
|
3.86K
$2.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-39- 0.34% |
$8.09K - $11.3K
|
11.4K
$6.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-39- 1.94% |
$8.09K - $11.3K
|
1.97K
$1.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-40- 3.91% |
$8.3K - $11.5K
|
983
$600K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-40- 1.76% |
$8.3K - $11.5K
|
2.24K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-40- 6.27% |
$8.3K - $11.5K
|
598
$365K
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-41- 3.98% |
$8.51K - $11.8K
|
989
$604K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-41- 9.43% |
$8.51K - $11.8K
|
394
$241K
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-42- 0.23% |
$8.72K - $12.1K
|
18.3K
$11.2M
|